PGP vs BLUI
Comparison between Pimco Global StocksPLUS & Income Fund (PGP, ETF) and BLUEMONTE DIVERSIFIED INCOME ETF (BLUI, ETF).
PGP vs BLUI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PGP
$105M
BLUI
$105M
Expense Ratio
PGP
N/A
BLUI
0.75%
Max Drawdown
PGP
81.29%
Winner
BLUI
3.20%
Sharpe Ratio
PGP
0.49
Winner
BLUI
0.80
5Y Beta
PGP
0.43
Winner
BLUI
0.16
5Y Dividends CAGR
PGP
0.00%
BLUI
N/A
PGP vs BLUI - Historical Returns
Returns include dividend reinvestment.
1M
PGP
-0.63%
Winner
BLUI
+0.67%
3M
PGP
-6.86%
Winner
BLUI
+1.10%
6M
PGP
-3.19%
Winner
BLUI
+3.12%
1Y
Winner
PGP
+10.31%
BLUI
+7.37%
5Y(CAGR)
PGP
+4.62%
BLUI
N/A
10Y(CAGR)
PGP
+1.19%
BLUI
N/A
Max(CAGR)
PGP
+6.91%
Winner
BLUI
+7.62%
PGP vs BLUI - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | PGP | BLUI |
|---|---|---|
| 2026 | -4.47% | +4.23% |
| 2025 | +29.88% | +3.80% |
| 2024 | +15.62% | N/A |
| 2023 | +18.79% | N/A |
| 2022 | -29.54% | N/A |
| 2021 | +16.43% | N/A |
| 2020 | -8.61% | N/A |
| 2019 | +12.08% | N/A |
| 2018 | -17.35% | N/A |
| 2017 | +17.01% | N/A |
| 2016 | -12.00% | N/A |
| 2015 | +3.96% | N/A |
| 2014 | -7.91% | N/A |
| 2013 | +39.05% | N/A |
| 2012 | +5.41% | N/A |
| 2011 | -6.01% | N/A |
| 2010 | +33.54% | N/A |
| 2009 | +113.57% | N/A |
| 2008 | -38.33% | N/A |
| 2007 | -11.87% | N/A |
| 2006 | +32.65% | N/A |
| 2005 | -3.17% | N/A |
PGP vs BLUI Drawdown Comparison
The maximum drawdown for PGP was -64.84%, occurring on Nov 21, 2008. Recovery took 569 trading sessions.
The maximum drawdown for BLUI was -2.43%, occurring on Mar 27, 2026. Recovery took 34 trading sessions.
The current PGP drawdown is -7.59%. The current BLUI drawdown is -0.16%.
| Rank | PGP | BLUI |
|---|---|---|
| #1 | -64.84% Jun 4, 2007 - Sep 3, 2009 | -2.43% Feb 27, 2026 - Apr 17, 2026 |
| #2 | -64.50% May 26, 2017 - Sep 12, 2025 | -1.19% Sep 15, 2025 - Oct 20, 2025 |
| #3 | -42.32% Jul 28, 2014 - May 24, 2017 | -0.90% Oct 27, 2025 - Nov 25, 2025 |
| #4 | -34.07% May 12, 2011 - Mar 4, 2013 | -0.71% Nov 28, 2025 - Jan 8, 2026 |
| #5 | -19.88% Apr 14, 2010 - Jul 28, 2010 | -0.68% May 6, 2026 - May 26, 2026 |
| #6 | -18.53% May 22, 2013 - Oct 11, 2013 | -0.67% Jun 11, 2026 - Jun 25, 2026 |
| #7 | -13.18% Aug 9, 2010 - Sep 21, 2010 | -0.65% Jul 2, 2025 - Jul 22, 2025 |
| #8 | -13.04% Feb 27, 2026 - Mar 27, 2026 | -0.51% May 26, 2026 - Jun 11, 2026 |
| #9 | -11.14% Oct 12, 2010 - Feb 14, 2011 | -0.51% Jan 16, 2026 - Feb 5, 2026 |
| #10 | -10.40% Sep 9, 2009 - Nov 4, 2009 | -0.50% Jun 24, 2025 - Jun 30, 2025 |
| #11 | -10.09% Sep 7, 2005 - Jan 6, 2006 | -0.50% Jul 7, 2026 - Jul 16, 2026 |
| #12 | -7.95% Dec 29, 2009 - Mar 31, 2010 | -0.49% Jul 17, 2026 - Jul 23, 2026 |
| #13 | -7.50% Mar 9, 2011 - Mar 25, 2011 | -0.47% Aug 4, 2025 - Aug 13, 2025 |
| #14 | -6.89% Nov 11, 2009 - Dec 2, 2009 | -0.42% Apr 20, 2026 - Apr 30, 2026 |
| #15 | -6.14% May 10, 2006 - Aug 2, 2006 | -0.39% Aug 13, 2025 - Aug 22, 2025 |
Correlation
Correlation between PGP and BLUI is 0.80 which considered as a strong positive correlation - the stocks tend to move together.
0.80
-101
Dividend Comparison (2005 - 2026)
PGP vs BLUI dividend yield comparison.
| Year | PGP | BLUI |
|---|---|---|
| 2026 | 5.79% | 2.17% |
| 2025 | 9.07% | 2.91% |
| 2024 | 10.64% | 0.00% |
| 2023 | 11.04% | 0.00% |
| 2022 | 11.95% | 0.00% |
| 2021 | 7.65% | 0.00% |
| 2020 | 9.49% | 0.00% |
| 2019 | 10.13% | 0.00% |
| 2018 | 12.53% | 0.00% |
| 2017 | 11.45% | 0.00% |
| 2016 | 14.86% | 0.00% |
| 2015 | 12.15% | 0.00% |
| 2014 | 11.33% | 0.00% |
| 2013 | 9.52% | 0.00% |
| 2012 | 12.34% | 0.00% |
| 2011 | 11.74% | 0.00% |
| 2010 | 10.19% | 0.00% |
| 2009 | 12.21% | 0.00% |
| 2008 | 51.03% | 0.00% |
| 2007 | 13.67% | 0.00% |
| 2006 | 8.62% | 0.00% |
| 2005 | 6.88% | 0.00% |
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